Sundaram Small Cap Fund - Growth - Direct Plan

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  • Net Change on 28-09-2020

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small - cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Small Cap Fund - Direct Plan - Growth Option -1.11 18.20 4.54 -5.52 3.34 11.65
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Small Cap Fund - Direct Plan - Growth Option Jan 02, 2013 Unrated 4.54 -5.52 3.34 1.32 1,041.16
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 11.69 4.00 12.42 1.18 9,285.32
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 Unrated -1.57 1.72 9.77 0.91 8,645.20
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated -2.98 -3.67 5.95 1.09 5,701.65
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 Unrated -1.89 -2.39 9.52 0.90 5,252.23
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 16.43 0.94 8.42 1.17 5,149.02

Fund Holdings as on 31-August-2020

  • Tube Investments of India Ltd

  • Navin Fluorine International Ltd

  • Timken India Ltd

  • JK Cement Ltd

  • Laurus Labs Ltd

  • Amrutanjan Health Care Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Brigade Enterprises Ltd

  • Heritage Foods Ltd

  • Multi Commodity Exchange of India Ltd

  • The India Cements Ltd

  • Westlife Development Ltd

  • HeidelbergCement India Ltd

  • Thyrocare Technologies Ltd

  • Ramco Industries Ltd

  • Dixon Technologies (India) Ltd

  • INOX Leisure Ltd

  • DCB Bank Ltd

  • Century Plyboards (India) Ltd

  • Kalpataru Power Transmission Ltd

  • Astra Microwave Products Ltd

  • Taj GVK Hotels & Resorts Ltd

  • V-Guard Industries Ltd

  • KPIT Technologies Ltd

  • NRB Bearing Ltd

  • LG Balakrishnan & Bros Ltd

  • Rane Holdings Ltd

  • Neogen Chemicals Ltd

  • Indoco Remedies Ltd

  • CSB Bank Ltd

  • TD Power Systems Ltd

  • Praj Industries Ltd

  • ISGEC Heavy Engineering Ltd

  • Rallis India Ltd

  • Cholamandalam Financial Holdings Ltd

  • City Union Bank Ltd

  • KSB Ltd

  • Healthcare Global Enterprises Ltd

  • AstraZeneca Pharma India Ltd

  • Lemon Tree Hotels Ltd

  • Arvind Fashions Ltd

  • Sanofi India Ltd

  • Tata Elxsi Ltd

  • Persistent Systems Ltd

  • TREPS

  • Amar Raja Batteries Ltd

  • Finolex Industries Ltd

  • MM Forgings Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Himatsingka Seide Ltd

  • Asian Granito India Ltd

  • HSIL Ltd

  • Star Cement Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Somany Home Innovation Ltd

  • Balrampur Chini Mills Ltd

  • Capacite Infraprojects Ltd

  • Ingersoll Rand (India) Ltd

  • Sandhar Technologies Ltd

  • Quess Corp Ltd

  • Take Solutions Ltd

  • Reverse Repo

  • VA Tech Wabag Ltd

  • Info Edge (India) Ltd

  • Khadim India Ltd

  • Procter & Gamble Health Ltd

  • Indiamart Intermesh Ltd

  • Kennametal India Ltd

  • Kovai Medical Center & Hospital Ltd

  • Hindustan Dorr-Oliver Ltd

  • Cash and Other Net Current Assets

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  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Chemicals

  • Bearings

  • Cycles

  • IT - Software

  • Bank - Private

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Electric Equipment

  • Air Conditioners

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Finance - Investment

  • Finance - Stock Broking

  • Finance - Others

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Miscellaneous

  • Consumer Durables - Electronics

  • Film Production, Distribution & Entertainment

  • Ceramics/Marble/Granite/Sanitaryware

  • Wood & Wood Products

  • Transmission Towers / Equipments

  • Telecommunication - Equipment

  • Consumer Durables - Domestic Appliances

  • Retailing

  • Pesticides & Agrochemicals

  • Batteries

  • Plastic Products

  • Forgings

  • Fertilizers

  • Textile

  • Sugar

  • Compressors / Pumps

  • BPO/ITeS

  • e-Commerce

  • Engineering

  • Engineering - Construction

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Fund Manager

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  • Equity

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About Sundaram Small Cap Fund

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Scheme Analysis

Sundaram Small Cap Fund is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹1,041.16 crore. Sundaram Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index.

The NAV of Sundaram Small Cap Fund ended up ₹2.1(2.67%)yesterday to ₹81.0111.

Among its top 3 holdings the fund has exposure to Tube Investments of India Ltd, and

The Sundaram Small Cap Fund is managed by S. Krishnakumar and Ratish Varier.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156